WWM
WJ Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,551
| Closed | -$253K | – | 78 |
|
|
2024
Q2 | $253K | Hold |
9,551
| – | – | 0.09% | 73 |
|
|
2024
Q1 | $253K | Sell |
9,551
-7,813
| -45% | -$207K | 0.1% | 68 |
|
|
2023
Q4 | $461K | Sell |
17,364
-21,565
| -55% | -$572K | 0.2% | 52 |
|
|
2023
Q3 | $1.02M | Hold |
38,929
| – | – | 0.49% | 33 |
|
|
2023
Q2 | $1.03M | Sell |
38,929
-1,645
| -4% | -$43.3K | 0.48% | 32 |
|
|
2023
Q1 | $1.08M | Sell |
40,574
-44,863
| -53% | -$1.19M | 0.73% | 26 |
|
|
2022
Q4 | $2.25M | Buy |
85,437
+29,424
| +53% | +$776K | 1.31% | 18 |
|
|
2022
Q3 | $1.45M | Buy |
56,013
+22,041
| +65% | +$571K | 0.91% | 22 |
|
|
2022
Q2 | $904K | Buy |
+33,972
| New | +$904K | 0.64% | 23 |
|